Formatted Search in Incoming Payments
Hi All, I require some assistance with a formatted search and query please.
I have create a UDF at a header level in an invoice - the value will be either D or blank.
I have then created a UDF at a line item level in the incoming payment window.
I would like to create a formatted search that looks at the invoices at the line item level in the payment window, and returns the value from the invoice (D or blank). Any assistance on what the query should be would be greatly appreciated.
Also, as the invoice numbers are variable fields, what field should be used for the 'auto refresh' option?